A detailed history of Venturi Wealth Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 8,783 shares of CRM stock, worth $2.4 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
8,783
Previous 5,643 55.64%
Holding current value
$2.4 Million
Previous $1.7 Million 32.9%
% of portfolio
0.14%
Previous 0.12%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024

BUY
$218.01 - $304.74 $684,551 - $956,883
3,140 Added 55.64%
8,783 $2.26 Million
Q1 2024

Apr 23, 2024

BUY
$251.12 - $316.88 $35,659 - $44,996
142 Added 2.58%
5,643 $1.7 Million
Q4 2023

Jan 23, 2024

BUY
$196.25 - $267.25 $89,490 - $121,866
456 Added 9.04%
5,501 $1.45 Million
Q3 2023

Nov 02, 2023

BUY
$202.49 - $234.37 $7,087 - $8,202
35 Added 0.7%
5,045 $1.02 Million
Q2 2023

Jul 24, 2023

BUY
$188.89 - $223.38 $374,191 - $442,515
1,981 Added 65.4%
5,010 $1.06 Million
Q1 2023

May 02, 2023

BUY
$134.8 - $199.78 $28,038 - $41,554
208 Added 7.37%
3,029 $605,000
Q4 2022

Jan 31, 2023

SELL
$128.21 - $165.27 $11,923 - $15,370
-93 Reduced 3.19%
2,821 $374,000
Q3 2022

Nov 14, 2022

BUY
$143.84 - $191.27 $178,649 - $237,557
1,242 Added 74.28%
2,914 $419,000
Q2 2022

Aug 12, 2022

SELL
$155.6 - $218.85 $75,466 - $106,142
-485 Reduced 22.48%
1,672 $276,000
Q1 2022

May 13, 2022

BUY
$190.54 - $255.46 $51,064 - $68,463
268 Added 14.19%
2,157 $458,000
Q4 2021

Feb 08, 2022

SELL
$247.21 - $309.96 $5,191 - $6,509
-21 Reduced 1.1%
1,889 $480,000
Q3 2021

Oct 19, 2021

SELL
$237.55 - $285.63 $127,564 - $153,383
-537 Reduced 21.95%
1,910 $518,000
Q2 2021

Aug 02, 2021

SELL
$210.54 - $246.26 $198,749 - $232,469
-944 Reduced 27.84%
2,447 $598,000
Q1 2021

Apr 22, 2021

SELL
$205.33 - $248.59 $46,609 - $56,429
-227 Reduced 6.27%
3,391 $718,000
Q4 2020

Jan 28, 2021

SELL
$220.15 - $267.07 $54,377 - $65,966
-247 Reduced 6.39%
3,618 $806,000
Q3 2020

Nov 03, 2020

BUY
$185.51 - $281.25 $326,497 - $495,000
1,760 Added 83.61%
3,865 $971,000
Q2 2020

Aug 05, 2020

BUY
$134.06 - $191.65 $245,463 - $350,911
1,831 Added 668.25%
2,105 $394,000
Q3 2019

Oct 29, 2019

BUY
$139.72 - $159.97 $38,283 - $43,831
274 New
274 $41,000
Q1 2019

May 14, 2019

SELL
$130.4 - $166.95 $234,198 - $299,842
-1,796 Closed
0 $0
Q4 2018

Feb 12, 2019

BUY
$120.67 - $159.86 $216,723 - $287,108
1,796 New
1,796 $234,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $274B
  • Description
  • Salesforce, Inc. provides customer relationship management technology that brings companies and customers together worldwide. Its Customer 360 platform empowers its customers to work together to deliver connected experiences for their customers. The company's service offerings include Sales to store data, monitor leads and progress, forecast opp...
More about CRM
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